Ameritas Advisory Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ameritas Advisory Services’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21M	Buy	20,019 +11,562	+137%	+$1.27M	0.04%	341
2026 Q1	$934K	Buy	8,457 +3,188	+61%	+$352K	0.04%	396
2025 Q4	$580K	Sell	5,269 -5,502	-51%	-$607K	0.02%	521
2025 Q3	$1.19M	Sell	10,771 -31,765	-75%	-$3.5M	0.08%	220
2025 Q2	$4.7M	Buy	42,536 +21,518	+102%	+$2.37M	0.24%	84
2025 Q1	$2.32M	Buy	21,018 +4,793	+30%	+$529K	0.09%	204
2024 Q4	$1.79M	Sell	16,225 -3,156	-16%	-$348K	0.06%	284
2024 Q3	$2.14M	Buy	19,381 +14,618	+307%	+$1.61M	0.09%	214
2024 Q2	$526K	Sell	4,763 -1,574	-25%	-$174K	0.02%	571
2024 Q1	$700K	Sell	6,337 -15,930	-72%	-$1.76M	0.03%	468
2023 Q4	$2.45M	Sell	22,267 -14,708	-40%	-$1.62M	0.14%	147
2023 Q3	$4.08M	Buy	+36,975	New	+$4.08M	0.2%	102
2023 Q2	–	Sell	-4,730	Closed	-$522K	–	2196
2023 Q1	$522K	Buy	4,730 +2,712	+134%	+$299K	0.03%	469
2022 Q4	$222K	Sell	2,018 -902	-31%	-$99.1K	0.01%	794
2022 Q3	$321K	Buy	2,920 +742	+34%	+$81.6K	0.02%	563
2022 Q2	$240K	Sell	2,178 -1,209	-36%	-$133K	0.01%	695
2022 Q1	$373K	Buy	+3,387	New	+$374K	0.01%	585

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Advisory Services's SHV Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 137% in Q2 2026, buying an estimated $1.27M and bringing the position to 20,019 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #341.

Ameritas Advisory Services first reported a position in SHV in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.7M in Q2 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Ameritas Advisory Services held 20,019 shares of iShares 0-1 Year Treasury Bond ETF worth $2.21M as of Q2 2026.
Ameritas Advisory Services bought 11,562 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.27M.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #341 holding.
Ameritas Advisory Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares 0-1 Year Treasury Bond ETF position peaked at $4.7M in Q2 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.